If your customer has vendors or customers set up in an existing system, you can bring over these customers in Ambrook. There are several additional pieces information you can associate with contacts to help with reporting:
Documents, including W-9s or business licenses
Legal information like SSN and EINs. These are available only to admins to view.
Track potential vendors that meet 1099 thresholds by checking the “track expenses for 1099s” box.
More details on vendor information can be found here.
When creating customer and vendors, there are several options to store relevant information:
Create sub-contacts: if your customer has a shipping and billing address, you can use the sub-contacts to keep information for both instances. You may also want to send an invoice to multiple email addresses, which you can select when you send the invoice.
Customize information: You can add additional information about the customer or vendor, such as the Delivery Location and any internal notes about the customer.
You can also export data about your customers and vendors via our exports page - read more here.
Pre-set items can be used for creating bills or invoices, and allow prices, categories, and enterprises to be pre-tagged when you create your invoices. Ambrook also has flexibility to have a customer-specific name that they see on their invoices as well as names to help you identify the item while searching.
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Learn more about navigating the Ambrook tabs here.